Finance & Leasing Association’s Post

The FLA Broker Accreditation Service☑️ Launched to help brokers demonstrate the excellence they provide to customers and funders, and streamlines the checking process that funders undertake when working with intermediaries. For more information on how brokers can register for accreditation, click here https://bit.ly/4bPiT1W #FLA #assetfinance #Finance #brokers #lending #business #businessfinance

LTAFs are only part of the private markets solution for wealth managers. The Financial Conduct Authority’s Long-Term Asset Fund is the UK’s answer to broadening private markets access to retail investors, but this structure is only part of the solution, Travers Smith funds partner William Normand has argued. Check out Valeria Martinez's latest article 👇 https://incm.pub/3WRGwSh #investing #assetmanagement #wealthmanagement #finance

Discover the latest in fund finance at FFA University 2.0 in New York on October 17, 2024. This intensive full-day training session, covered by the Fund Finance Association , will delve into advanced topics like subscription facilities, NAV loan structures, and Collateralized Fund Obligations. Join industry professionals for a deep dive into the PE business model, followed by a networking reception sponsored by KBRA. https://lnkd.in/eYX5wgMW #FundFinance #FundFinancing #FundFinancer

GPWA Broker Brian Cote Faces Investor Disputes Over Unsuitable Investments : If you’ve been investing in the financial securities market, the name Brian Cote, a well-known broker registered with GPWA, may have crossed your path at some point. However, recent news may have caused some ripples – Cote is now the subject of an investor dispute linked to improper conduct. Having passed a multitude of comprehensive […] https://lnkd.in/eSfgRdMT

An #accredited_investor in the #USA is an individual or a business entity that meets specific financial criteria set by the Securities and Exchange Commission (SEC) under #Regulation_D. These criteria are designed to ensure that individuals and entities have a certain level of financial sophistication and the ability to bear the economic risk of investing in unregistered securities. You can apply for accredited investor certificate now: https://lnkd.in/dwcDEWKj #accredited_investor #CPA #Audit #OTC_Market

Are you a manager with a CLO or other private fund you can’t unwind because of worthless securities or other legal, accounting, investor hurdles? I may have a CLOution! Contact me and let’s find out. https://lnkd.in/eUWtPPJ #collateralizedloanobligations #clo #cloconsulting #industryexpert #collateralmanager #assetmanager #assetmanagement #boardofdirectors #independentboard #boardmember #bdc #spac #originatornvehicle #riskretention #indentureanalysis #strategicplanning #staffteachin #technologystartup #expertwitness #zombie #zombiefund #unwind #limitedpartnership #limitedpartnershipagreement #investmentvehicle #wealthmanagement #wealthmanager #financialadvisor #financialplanning #financialplanner #expertnetworking

mastertrust was featured in Business Standard Read the views by Mr. Arvinder Singh Nanda, Senior Vice President at Master Capital Services, sharing insights on "Actively managed or index funds: Where should you park your money?" Read Full Article: https://lnkd.in/d5bdA7n4 #mastertrustinmedia #mediaarticle #featured #coverages #personalfinance #investing #financialfreedom #mastertrust #38yearsofmastertrust

Hybrid products including rated note feeders and collateralised fund obligations are growing in prominence, as private capital fund managers look to increasingly tap into demand from insurance investors. Morgan, Lewis & Bockius LLP's Rick Hanson spoke to SCI's Kenny Wastell about increasing interest in the structures and regulatory uncertainties. SCI subscribers can access the full article here: https://lnkd.in/d7wTVije #securitisation #securitization #structuredfinance #structuredcredit #privatecredit #privatedebt

What do funders think of us? ⬇ 'Their approval rate is way above average, demonstrating that BAF fully understands what a well structured finance proposal should look like. We pride ourselves on building strong and long last relationships with our broker partners and Trevor is a great example of what good looks like.' Laura Mollett, Time Finance ➡ bossassetfinance.co.uk #brokers #OnePercentClub #BAF #AssetFinance #Commission #Interest #Review #WhatFundersThink

Ares Management Corporation leads the pack in Q2 & H1 for total deals. Who else made the cut? Explore 9fin’s private credit league tables now! Get access to all our other league tables and download the full European H1 2024 Private Credit Review now. Link in the comments 👇 #privatecredit #directlending #finance #rankings